wealth planning administrator jobs in Harrow

You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion.

You will provide excellent levels of service to clients.

You will gain insight into investment management, pensions, retirement planning, and tax-efficient strategies, while working towards recognised industry qualifications. Key Responsibilities Supporting financial planners in preparing client reports and recommendations Conducting research and analysis across investments, pensions, and protection products

Financial Administrator (IFA) - London, Harrow Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted.Point of contact for Adviser / PA queries in relation to...

We are currently working with a Financial Planning practice who are looking to recruit an IFA Administrator in their Harrow office. They are looking for someone who has experience working in a similar role. Purpose To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales;...

About The Role Job Title: Baler and Compactor Field Service Engineer Division: phs Wastekit Purpose of Role Service Engineers are responsible for servicing and maintaining recycling equipment on a reactive and scheduled basis. They will work towards achieving their own targets as well as customer SLAs. Service level agreements are agreed and set with our customers and must be achieved. Service...

Job Description Join Our Team at Busy Bees – Leading Nursery Group in the UK Are you a passionate leader with a background in early childhood education and management? As an Assistant Centre Director at Busy Bees, you will support the Centre Director in overseeing the day-to-day operations of the centre. This is a fantastic opportunity for someone who thrives in a dynamic, fast-paced...

Trading Manager – Fresh (Food Retail) 📍 Harrow, London | 💼 Hybrid: 3 days office / 2 days home | 💷 £50,000 + benefits | ⏰ 35 hours per week We’re looking for an experienced Trading Manager to join a fast-moving, national food retail environment. This is a fantastic opportunity for someone with strong food retail experience to drive category growth, maximise profitability, and influence supplier...

About the Opportunity Are you a motivated, entrepreneurial sales professional ready to take full control of your income and career? Represent industry‑leading printing and document solutions while enjoying one of the most generous commission structures around. If you excel at building relationships and closing deals, this role offers truly unlimited earning potential. What We...

Your primary responsibility will be to provide management support to the Gift Department. Working closely with the Garden Centre Manager to help the department to succeed. Rota: Full Time, 40hrs with alternate weekends Main duties and responsibilities: • Maintain good control over stock levels, including accurate ordering and stock clearance where necessary • Co-operate fully with line...

Executive Assistant (12-Month Fixed Term Contract)Location: Harrow (Fully Office Based) Salary: £28,000 per annum Contract: 12-month Fixed Term ContractWe are seeking a highly organised and proactive Executive Assistant to provide comprehensive support to the CEO. This is a key role within the CEO Office, requiring excellent organisational, communication and interpersonal skills, and the ability...

Buyer – ConstructionOur client is a successful established business who deliver civil engineering and surfacing works. Due to continued growth, they are looking to recruit for a Buyer / Administrator to join their team whilst supporting site operationsKey Responsibilities• Procurement and sourcing of materials, plant, and tools requested from site• Raising, tracking, and closing purchase orders•...

Onecare is a professional Home Care provider that has built a reputation for providing quality care. We are now recruiting a reliable Office Admin to join our professional management team, who is organised, flexible with good time management skills and wants to make a positive difference. It is essential that you have relevant experience and knowledge in administration. We encourage and support...

About The CompanyAt Salutem Care and Education, we are dedicated to ensuring that the individuals we support receive exceptional, empowering care from a team of highly trained and compassionate staff, within environments that are both warm and nurturing. We pride ourselves on being innovative, solution-focused, and committed to achieving the best possible outcomes for every person in our...

OverviewWe are delighted to be partnering with a respected wealth management and financial planning firm to recruit a qualified Financial Adviser. This is an exceptional opportunity for a driven and client-focused professional to deliver high-quality, regulated advice while benefiting from strong earning potential and a supportive, growth-oriented environment.The successful candidate will provide...

We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role.Strong IT skillsIHT...

Your primary responsibility will be to provide professional support to our customers. Working closely with the Garden Centre Manager to help the business to succeed. Rota: Full time 40hrs, Every Wednesday off with alternate weekends Main duties and responsibilities: • Provide an enjoyable shopping experience for everyone by: • Ensuring all customers are greeted and offered assistance •...

About The Role Job Title: Baler and Compactor Field Service Engineer Division: phs Wastekit Purpose of Role Service Engineers are responsible for servicing and maintaining recycling equipment on a reactive and scheduled basis. They will work towards achieving their own targets as well as customer SLAs. Service level agreements are agreed and set with our customers and must be achieved. Service...

Paraplanner (IFA) - London, Harrow Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Key Responsibilities: Adherence to Management System & ControlsMaintain an up to date knowledge of company policies and...

Overview We are delighted to be partnering with a respected wealth management and financial planning firm to recruit a qualified Financial Adviser. This is an exceptional opportunity for a driven and client-focused professional to deliver high-quality, regulated advice while benefiting from strong earning potential and a supportive, growth-oriented environment. The successful candidate will...

OverviewWe are proud to be working in partnership with a respected financial planning firm to recruit an experienced Paraplanner / Financial Adviser Support professional.This is an excellent opportunity to join a well-established organisation that provides comprehensive wealth management and financial planning services to a diverse client base. The successful candidate will play a key role in...